2023 Form 5500 filing — Hosokawa Micron Investment Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912094220NAL0005028803001) for Hosokawa Micron Investment Retirement Plan, reported by Hosokawa Micron International Inc. under EIN 13-3366823 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912094220NAL0005028803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hosokawa Micron International Inc.
- EIN
- 13-3366823
- Plan number
- 001
- Location
- Summit, NJ
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,662,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,662,078
- Employer contributions
- $646,727
- Participant contributions
- $953,392
- Total income / additions
- $7,377,313
- Benefits paid
- $2,331,187
- Administrative expenses
- $64,238
- Total expenses
- $2,399,579
- Net increase / (decrease)
- $4,977,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $325 | $39,015 |
| Lincoln National Corporation | SERVICE PROVIDER | $36,969 | $0 |
| Sanctuary Advisors LLC | CONSULTANT | $26,894 | not reported in the loaded dataset |